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Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
476
Moody National Bank Trust Division
Texas
$541K +$32.9K +705 +7%
SWP
477
Sagespring Wealth Partners
Tennessee
$541K +$33.4K +716 +7%
GM
478
GeoWealth Management
Illinois
$536K -$790K -16,940 -61%
FHC
479
First Heartland Consultants
Missouri
$532K +$793 +17 +0.2%
SCA
480
Snowden Capital Advisors
New York
$531K -$44.9K -963 -8%
NWWA
481
New Wave Wealth Advisors
Arkansas
$529K +$27.1K +582 +6%
PE
482
PCM Encore
Colorado
$529K +$503K +10,782 New
MHS
483
M Holdings Securities
Oregon
$525K +$500K +10,712 New
VFG
484
Victory Financial Group
Texas
$521K +$221K +4,731 +80%
Vontobel Holding
485
Vontobel Holding
Switzerland
$514K -$25.7K -550 -5%
DWT
486
Dorsey & Whitney Trust
South Dakota
$514K -$16.9K -363 -3%
BB
487
Busey Bank
Illinois
$503K -$16K -343 -3%
FIA
488
Foundations Investment Advisors
Arizona
$503K +$10.5K +225 +2%
WFI
489
West Family Investments
California
$500K – – –
EWA
490
EP Wealth Advisors
California
$496K +$471K +10,109 New
CA
491
Calton & Associates
Florida
$495K -$4.2K -90 -0.9%
PCS
492
Personal CFO Solutions
New Jersey
$491K -$156K -3,337 -25%
CWM
493
Cornerstone Wealth Management
Missouri
$491K -$12K -258 -3%
BA
494
Ballew Advisors
Mississippi
$487K +$93 +2 +0%
SN
495
Sittner & Nelson
Oregon
$485K – – –
FHA
496
Flagship Harbor Advisors
Massachusetts
$484K -$38.3K -821 -8%
GI
497
GAMMA Investing
California
$476K +$74K +1,586 +20%
KWA
498
Kingswood Wealth Advisors
California
$475K +$18.5K +396 +4%
KMWM
499
Keudell/Morrison Wealth Management
Oregon
$473K +$450K +9,644 New
AAS
500
Ameritas Advisory Services
Nebraska
$473K -$219K -4,686 -33%